Gerber Kawasaki Wealth & Investment Management Spdr Portfolio S&P 600 Small C Transaction History
Gerber Kawasaki Wealth & Investment Management
- $2.88 Billion
- Q3 2025
A detailed history of Gerber Kawasaki Wealth & Investment Management transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Gerber Kawasaki Wealth & Investment Management holds 156,339 shares of SPSM stock, worth $7.12 Million. This represents 0.25% of its overall portfolio holdings.
Number of Shares
156,339
Previous 635,762
75.41%
Holding current value
$7.12 Million
Previous $27.1 Million
73.26%
% of portfolio
0.25%
Previous 1.06%
Shares
10 transactions
Others Institutions Holding SPSM
# of Institutions
1,007Shares Held
206MCall Options Held
47KPut Options Held
1.2K-
Lpl Financial LLC Fort Mill, SC25.6MShares$1.17 Billion0.37% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA23MShares$1.05 Billion2.04% of portfolio
-
Betterment LLC New York, NY18.1MShares$827 Million1.66% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA6.36MShares$290 Million0.05% of portfolio
-
Morgan Stanley New York, NY5.37MShares$245 Million0.02% of portfolio